Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 UTRN 3.66%
2 NEWZ 3.54%
3 RNDV 3.35%
4 BOUT 3.11%
5 SPDV 2.91%
6 IDAT 2.80%
7 BKC 2.76%
8 SDOG 2.44%
9 QQJG 2.22%
10 QQQN 2.12%
11 UPGD 2.10%
12 RYJ 2.03%
13 DDIV 1.99%
14 SHRT 1.94%
15 SPYD 1.89%
16 DVYL 1.80%
17 GURU 1.66%
18 WDIV 1.61%
19 RSPT 1.58%
20 RYT 1.49%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 27.97M (13.24%) 1.81M
Increased by +6.49%
Dec 31, 24
2 JPMorgan Chase & Co 16.76M (7.93%) -28.54M
Decreased by -170.32%
Dec 31, 24
3 Sanders Capital, LLC 16.53M (7.82%) 162.56K
Increased by +0.98%
Dec 31, 24
4 Capital Research Global Investors 15.62M (7.39%) 5.64M
Increased by +36.11%
Dec 31, 24
5 BlackRock Inc 13.56M (6.42%) -350.13K
Decreased by -2.58%
Dec 31, 24
6 State Street Corp 8.71M (4.12%) 203.97K
Increased by +2.34%
Dec 31, 24
7 State Street Corporation 7.85M (3.72%) -1.72M
Decreased by -21.87%
Mar 31, 24
8 Valueact Holdings, L.p. 7.69M (3.64%) -5.75M
Decreased by -74.80%
Sep 30, 23
9 FMR Inc 6.66M (3.15%) -1.81M
Decreased by -27.23%
Dec 31, 24
10 Bank of America Corp 4.64M (2.20%) 57.78K
Increased by +1.24%
Dec 31, 24
11 Morgan Stanley - Brokerage Accounts 4.59M (2.17%) 186.57K
Increased by +4.06%
Dec 31, 24
12 Geode Capital Management, LLC 4.30M (2.03%) 132.71K
Increased by +3.09%
Dec 31, 24
13 Wellington Management Company LLP 4.01M (1.90%) -334.41K
Decreased by -8.35%
Mar 31, 24
14 Slate Path Capital LP 3.44M (1.63%) 363.03K
Increased by +10.54%
Dec 31, 24
15 Arrowstreet Capital Limited Partnership 3.15M (1.49%) -352.66K
Decreased by -11.19%
Sep 30, 24
16 Amvescap Plc. 2.76M (1.31%) 352.30K
Increased by +12.76%
Dec 31, 24
17 Goldman Sachs Group Inc 2.33M (1.10%) -1.50M
Decreased by -64.45%
Dec 31, 24
18 NORGES BANK 2.21M (1.05%) 459.64K
Increased by +20.78%
Dec 31, 23
19 Citadel Advisors Llc 2.16M (1.02%) 1.98M
Increased by +91.90%
Sep 30, 23
20 Massachusetts Financial Services Company 2.02M (0.96%) -389.46K
Decreased by -19.27%
Dec 31, 23

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Total Stock Mkt Idx Inv 6.70M (3.17%) 26.27K
Increased by +0.39%
Mar 31, 25
2 Vanguard US Total Market Shares ETF 6.64M (3.14%) 5.13K
Increased by +0.08%
Sep 30, 24
3 Vanguard Institutional 500 Index Trust 5.89M (2.79%) 21.54K
Increased by +0.37%
Mar 31, 25
4 Fidelity® Low-Priced Stock 5.05M (2.39%) 0.00
Increased by 0.00%
Sep 30, 23
5 American Funds Capital Income Bldr A 4.59M (2.17%) 420.32K
Increased by +9.16%
Mar 31, 25
6 Vanguard Mid Cap Index Institutional 4.56M (2.16%) -9.25K
Decreased by -0.20%
Mar 31, 25
7 American Funds Income Fund of Amer A 4.36M (2.07%) -208.21K
Decreased by -4.77%
Mar 31, 25
8 JPM US Equity Income-MA 4.10M (1.94%) 4.10M
Increased by +99.90%
Sep 30, 23
9 JPM US Equity Income-Composite 4.01M (1.90%) 233.97K
Increased by +5.83%
Mar 31, 25
10 JPMorgan Equity Income I 4.01M (1.90%) 233.97K
Increased by +5.83%
Mar 31, 25
11 Vanguard Windsor™ II Inv 3.96M (1.87%) 159.08K
Increased by +4.02%
Mar 31, 25
12 Putnam Large Cap Value A 3.72M (1.76%) 1.86M
Increased by +50.03%
Mar 31, 25
13 Putnam US Large Cap Value Equity 3.72M (1.76%) 3.72M
Increased by +100.00%
Mar 31, 25
14 AZ InvestEd Ivy Science & Tech E 3.51M (1.66%) 0.00
Increased by 0.00%
Mar 31, 25
15 Macquarie Science and Technology 3.51M (1.66%) 259.00K
Increased by +7.37%
Mar 31, 25
16 American Funds Capital World Gr&Inc A 3.48M (1.65%) -1.17M
Decreased by -33.69%
Mar 31, 25
17 Capital Group World Growth & Inc Cmp 3.48M (1.65%) -1.17M
Decreased by -33.69%
Mar 31, 25
18 Delaware Ivy Science and Technology C 3.26M (1.54%) 0.00
Increased by 0.00%
Oct 31, 24
19 Ivy Science/Technology Composite 3.26M (1.54%) -22.63K
Decreased by -0.69%
Sep 30, 24
20 Macquarie Science and Technology C 3.26M (1.54%) 0.00
Increased by 0.00%
Nov 30, 24